Can I automate W-9 requests when a new vendor is added in QuickBooks or Xero?

Yes! Using Zapier, you can automatically trigger a W-9 request in TaxBandits whenever a new vendor is added in QuickBooks or Xero. Zapier detects the creation of a new vendor and instantly sends a secure W-9 request email via TaxBandits—without any manual action required.

This helps accounting teams stay compliant by ensuring every new vendor is prompted to share their information right away.